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Frontier, 4% Decrease in Net Income for The Current Fiscal Year, Dividend Effectively Increased
4250 Frontier Inc. 【J-GAAP】
Earnings ReportFrontier Inc. <4250> [FSE Q-bd] announced its financial results after the market closed on January 15th (15:30). The consolidated net income for the fiscal year ended November 2025 expanded to 3.0 times that of the previous period to 81 million yen. However, for the fiscal year ending November 2026, the consolidated net income is expected to decrease by 3.7% from the previous period to 78 million yen.
At the same time, the annual dividend for this fiscal year is 18 yen, taking into account the forward stock split scheduled to be allocated on November 30, this dividend represents an actual increase of 2.9%.
In the most recent three-month period, from September to November (4Q), the consolidated net income dropped to 12 million yen, a 42.9% decrease compared to the same period last year. However, the operating profit margin improved from 4.9% in the same period last year to 5.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov, 2023 | 2,161 | 112 | 103 | 81 | 58.7 | 12.50 | Jan 15, 2024 | J-GAAP |
| Nov, 2024 | 1,634 | 23 | 29 | 27 | 19.6 | 5 | Jan 15, 2025 | J-GAAP |
| Nov, 2025 | 1,686 | 123 | 118 | 81 | 59.0 | 17.50 | Jan 15, 2026 | J-GAAP |
| YoY | +3.2% | +434.8% | +306.9% | +200.0% | +200.4% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov, 2025 Guidance | 1,647 | 106 | 107 | 73 | 52.6 | 17.50 | Oct 15, 2025 | J-GAAP |
| Nov, 2025 Results | 1,686 | 123 | 118 | 81 | 59.0 | 17.50 | Jan 15, 2026 | J-GAAP |
| Revision Rate | +2.4% | +16.0% | +10.3% | +11.0% | +12.3% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 | 855 | 59 | 60 | 43 | 31.0 | 7.50 | Jul 15, 2025 | J-GAAP |
| Dec - May, 2025 Guidance | 811 | 38 | 39 | 23 | 16.6 | 5 | Jan 15, 2026 | J-GAAP |
| YoY | -5.1% | -35.6% | -35.0% | -46.5% | -46.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov, 2024 | 1,634 | 23 | 29 | 27 | 19.6 | 5 | Jan 15, 2025 | J-GAAP |
| Nov, 2025 | 1,686 | 123 | 118 | 81 | 59.0 | 17.50 | Jan 15, 2026 | J-GAAP |
| Nov, 2026 Guidance | 1,781 | 117 | 118 | 78 | 56.2 | 18 | Jan 15, 2026 | J-GAAP |
| YoY | +5.6% | -4.9% | 0.0% | -3.7% | -4.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 530 | 26 | 25 | 21 | 15.3 | 4.9 | Jan 15, 2025 | J-GAAP |
| Dec - Feb, 2024 | 371 | 20 | 19 | 13 | 9.5 | 5.4 | Apr 15, 2025 | J-GAAP |
| Mar - May, 2025 | 484 | 39 | 41 | 30 | 21.7 | 8.1 | Jul 15, 2025 | J-GAAP |
| Jun - Aug, 2025 | 406 | 40 | 40 | 26 | 18.9 | 9.9 | Oct 15, 2025 | J-GAAP |
| Sep - Nov, 2025 | 425 | 24 | 18 | 12 | 8.7 | 5.6 | Jan 15, 2026 | J-GAAP |
| YoY | -19.8% | -7.7% | -28.0% | -42.9% | -42.8% |
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